Document Checklist Setup

Overview:

In this article, we will review how to set up a document checklist. Please find the available resources below.

Permission Level: Admin + Configuration

The following steps outline how to configure your document settings. While these instructions are tailored for setting up a transaction file, the same configuration options apply to all file types. The only variation between file types is the set of available conditions.

The Optional tab can be used to add placeholder documents. These documents will not automatically trigger on a file but can be added manually using the Add Document button within the file.

Quick Reference:

Link to Full Step-by-Step Guide